Adding Subjects to Order Forms
Here's how to add a list of subjects to an order form.
1) Choose Order Form Editor from the Order menu and open the order
form.
2) Click the Text tool icon in the toolbar.
3) Click in an empty area on the order form ...

TO PUT A FIELD ON YOUR ORDER FORM CONTAINING THE CURRENT DATE, YOU CAN
DO THE FOLLOWING:
This video will walk you through the steps:
https://www.youtube.com/watch?v=hn6J-9c18So
[https://www.youtube.com/watch?v=hn6J-9c18So]
Open your Order form wi...

BOUNCED CHECK:
If you have entered a group order, with one payment for all of your
checks and one bounces, you will need to do is the following:
Go to the order, select the Payment Tab
Click on the total checks (lumped sum of all checks deposited....

SUCCESSWARE TRACKS THE COST OF SALE ASSOCIATED WITH YOUR PRODUCTS.
Tracking COS will help you to know if you are charging a profitable
amount for each item you sell. By knowing you are at a profitable
price point you do not need to track order by order...

Promotional Certificates are not real money. You are using this term
as a promotional device.
When a Client redeems a promotional certificate, enter the amount as
a Discount to the Total Order or on a specific Ordered Item.
Since you enter it as a d...

*Do Not create a Product or Product Line for Gift Certificates,
SuccessWare already has this built in*
The money received for a gift certificate is applied toward credit
and is not initially counted toward any product line.
When the gift certificate is...

My recommendation would be to create an Order with no Products, just
Payments from the client. This order will be left with a negative
balance, indicating a credit.
Also create an Order based on the date of the delivery (the Wedding
date) with the Produ...

If you are running a promotion where a percentage of the order will
be donated to charity follow the steps below.
What you will need to do is put on a 10% discount on the order
itself.
For example:
Total Sale is: $100.00
Discount is: $10.00
Cli...

To import an E-mail invoice into SuccessWare
Go to Modify Orders
Click the Send E-mail Through SuccessWare
Click Import
Select the Invoice Category off the pop up
Navigate to the E-mail Messages folder within the SuccessWare folder SuccessWare
Sel...

If this is the first time you are importing an order into SuccessWare
from ProSelect you will want to set up your Preferences.
Do the following:
Select Preferences under the SuccessWare menu
Select ProSelect on the left
Here you can tell SuccessWar...

How to receive money from a third party processor:
Set up a payment method for the third party (Paypal,Collages,
Pictage, etc)
Go to Order Menu
Accepted credit card
Type in the new payment method name
Select the check box that "This payment me...

What we recommend is add this like a normal order.
1. Set the Status to Estimate
2. Set a Deadline Date
Doing this will show up in the dashboard and you can follow up. If
there is a deadline and they bypass, you can delete the order.
If they hire ...

To manage print credits so there is a true credit on the account here
is what I suggest.
When creating the order, select the package which includes the print
credit from your product list and enter the amount of the package.
Once all payments on th...